National Key Account Manager

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity

This is a newly created role within our National Key Accounts team, a high-performing group responsible for some of Netwealth’s most important relationships.

Reporting to the National Head of Key Accounts, you’ll partner with large, complex licensee groups, operating at head office level to drive engagement, platform adoption and sustained net flow growth.

This isn’t a traditional sales role. It’s about influence. Setting clear account strategies, identifying growth opportunities, and aligning internal teams to deliver consistent outcomes at scale.

You’ll act as the connector across Sales, Marketing, Product and Operations, enabling teams, removing barriers to adoption, and strengthening Netwealth’s position across adviser networks.

Note: the role can be based in Sydney or Melbourne

In this role, you will:

• Own and grow a portfolio of strategic licensee relationships

• Build trusted, multi-level relationships across head office and adviser networks

• Develop and execute structured account plans aligned to growth targets

• Drive platform adoption, engagement and net flows

• Identify and unlock opportunities while removing barriers to growth

• Align internal teams to deliver coordinated, scalable outcomes

• Enable BDMs and TRMs with insights and direction to drive adviser activity

• Deliver strategic outcomes including partnerships, APL inclusions and key initiatives

About You

You’re a relationship and growth leader who knows how to influence outcomes in complex environments.

You’re comfortable operating at head office level, building trust with senior stakeholders while balancing strategy with execution. You bring a strong commercial lens, using data and insight to shape plans and drive results.

Importantly, you know how to lead without authority, aligning teams, creating momentum, and delivering through others.

You’ll bring:

• Experience in key account management, platform sales or relationship roles within financial services

• Strong understanding of the financial advice and licensee landscape

• Knowledge of platforms, managed accounts and investment solutions

• Proven experience managing large, strategic client relationships

• Exceptional stakeholder management and influencing skills

• Strong commercial acumen and strategic thinking

• Ability to operate across both strategy and execution

• A data-led mindset, translating insights into action

• A collaborative approach and ability to lead without direct authority

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!